News

Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.

Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the best performing semiconductor stocks so far in 2026. On May 13, Tower Semiconductor signed Silicon Photonics/SiPho customer contracts valued at $1.3 billion for 2027 revenue. The company has already secured $290 million in customer prepayments for capacity reservations from its largest clients. This initial commitment is backed […]

In May 2026, Tower Semiconductor reported strong first‑quarter 2026 results with higher margins year over year, guided to a record second‑quarter revenue of about US$455 million, and disclosed Silicon Photonics contracts worth US$1.30 billion for 2027 plus US$290 million in prepayments to secure future capacity. These long‑term Silicon Photonics commitments, backed by more than 50 active customers and growing wafer reservations into 2028, materially deepen Tower’s visibility into future...

The company had quite an impressive first quarter.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.

Aeluma Inc (ALMU) leverages innovative technologies and strategic partnerships to navigate supply chain constraints and secure future growth, despite current revenue setbacks.

Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the 10 Stocks With Easy Double-Digit Gains. Tower Semiconductor soared to a new 25-year high on Wednesday, after clinching more than $1.3 billion in silicon photonics (sipho) supply deals and posting a stellar earnings performance in the first quarter of the year. In intra-day trading, the stock climbed […]

Tower Semiconductor Ltd (TSEM) reports robust financial performance with significant revenue and profit growth, while expanding its technological capabilities and market presence.

Tower Semiconductor (TSEM) is back in focus after reporting stronger than expected first quarter 2026 results, issuing record second quarter revenue guidance, and signing US$1.3b in silicon photonics contracts tied to AI data center demand. See our latest analysis for Tower Semiconductor. That upbeat guidance and the US$1.3b silicon photonics contracts come on top of a sharp re-rating in recent months, with the stock posting a 90 day share price return of 102.65% and a 1 year total...

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

Tower Semiconductor Ltd (NASDAQ:TSEM) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data. At 10:49 AM EST on May 13th, TSEM triggered a Power Inflow signal at a price of $246.86. TSEM had seen a decrease in the stock price leading up to the Power Inflow alert, dropping over 7% within the opening hours of trading. Following the alert, both the retail and inst

The silicon photonics market is booming.

Tower Semiconductor (NASDAQ:TSEM) reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company’s history, driven by accelerating demand in silicon photonics and related technologies for AI data center

Gainers Methode Electronics (NYSE:MEI) shares increased by 34.1% to $12.55 during Wednesday's regular session. The company's market cap stands at $331.6 million. VNET Group (NASDAQ:VNET) shares rose 27.1% to $11.46. The company's market cap stands at $2.5 billion. Wolfspeed (NYSE:WOLF) stock moved upwards by 21.49% to $65.27. The market value of their outstanding shares is at $2.5 billion. Ouster (NASDAQ:OUST) stock increased by 20.4% to $32.63. The company's market cap stands at $1.7 billion. K

Tower Semiconductor Ltd. (NASDAQ:TSEM) shares climbed Wednesday after the Israel-based chip foundry reported stronger-than-expected first-quarter results and issued upbeat second-quarter guidance. The company posted first-quarter revenue of $413.63 million, up 15% from a year earlier and ahead of analysts' estimates of $410.98 million. Adjusted earnings came in at 65 cents per share, topping Wall Street expectations of 56 cents per share. Tower Semiconductor Profit Growth And Margin Expansion Gr

U.S. stocks were mixed, with the Nasdaq Composite gaining more than 100 points on Wednesday. Shares of Vishay Intertechnology Inc (NYSE:VSH) rose sharply after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance above estimates. Vishay Intertechnology reported quarterly earnings of 5 cents per share which beat the analyst consensus estimate of 3 cents per share. The company reported quarterly sales of $839.242 million which beat the

Tower Semiconductor (NASDAQ:TSEM) reported better-than-expected financial results for the first quarter and issued an upbeat outlook, sending its shares 12% higher on Wednesday morning. For the quarter ended March 31, 2026, Tower Semiconductor reported revenue of $413.6 million, compared with...

Shares of Tower Semiconductor (NASDAQ:TSEM) surged more than 14% in premarket trading on Wednesday after the company reported stronger-than-expected first-quarter results and issued record revenue guidance for the current quarter. The stock climbed 14.

The Israeli contract chipmaker also beat first-quarter estimates and forecast a record $455 million in second-quarter revenue

Dow futures fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

Gainers Wolfspeed (NYSE:WOLF) stock moved upwards by 18.4% to $63.63 during Wednesday's pre-market session. The company's market cap stands at $2.5 billion. Nebius Group (NASDAQ:NBIS) stock moved upwards by 18.34% to $211.97. The company's market cap stands at $44.6 billion. As per the news, the Q1 earnings report came out today. Penguin Solutions (NASDAQ:PENG) stock rose 17.33% to $51.78. The market value of their outstanding shares is at $2.3 billion. Tower Semiconductor (NASDAQ:TSEM) shares m

Tower Semiconductor on Wednesday forecast second-quarter revenue above estimates and said it landed $1.3 billion in ‌deals for 2027 to supply chips that use light to ‌move data at high speeds through artificial intelligence data centers. Strong demand for its ​analog and mixed-signal processors on the back of rising investment in data centers and AI helped boost the Israeli contract chipmaker's quarterly forecast, sending its U.S.-listed shares over 17% before the bell. Integrated circuits developed by ⁠the company are used by a wide range of industries including automotive, industrial, consumer electronics and communications.

Tower Semiconductor beat Wall Street's targets for the first quarter and with its outlook for Q2. TSEM stock jumped.

Tower Semiconductor (NASDAQ:TSEM) is set to report first quarter earnings before the market opens Wednesday, with investors expected to focus closely on the company’s long-term growth outlook and management commentary around future capacity expansion. Wedbush analysts wrote that they expect...

Tower Semiconductor (TSEM) is poised to meet or surpass analysts' expectations when it reports its Q

Tower Semiconductor (NasdaqGS:TSEM) is expanding its role in US defense supply chains through a partnership with Axiro Semiconductor to manufacture advanced radar chips domestically. Standard & Poor’s Maalot recently revised the company’s credit outlook to Positive, signaling increased confidence in its credit profile. For investors watching NasdaqGS:TSEM, the company now sits at a share price of $210.0, with very large 1 year and 5 year return multiples, including around 7x over 5 years...

Tower Semiconductor continued its torrid run with new customer wins and continued enthusiasm for AI-related chip stocks.

Quantum ETFs are surging as breakthroughs, funding and AI demand fuel growth, offering diversified exposure to a high-risk, high-reward theme.

Sylvia Jablonski, chief investment officer at Defiance ETFs, explores key investing issues for quantum computing stocks.